ORG Wealth Partners
STEM icon

ORG Wealth Partners’s Stem STEM Stock Holding History

ORG Wealth Partners’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$29 Hold
7
– – ﹤0.01% 2518
2026
Q2 		$54 Hold
7
– – ﹤0.01% 681
2026
Q1 		$61 Hold
7
– – ﹤0.01% 647
2025
Q4 		$105 Hold
7
– – ﹤0.01% 596
2025
Q3 		$122 Hold
7
– – ﹤0.01% 615
2025
Q2 		$44 Sell
7
-1
-13% -$9 ﹤0.01% 657
2025
Q1 		$50 Buy
+8
New +$93 ﹤0.01% 745

Other funds holding STEM

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
RS
R Squared Central, Hong Kong $188M AUM 18.2% 1-Year Est. Return
Zweig-DiMenna Associates
Zweig-DiMenna Associates New York $1.3B AUM 120.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

ORG Wealth Partners's STEM Position: Q3 2026 in Review

ORG Wealth Partners held its Stem (STEM) position steady in Q3 2026 at 7 shares worth $29. The position accounts for ﹤0.01% of the portfolio, ranked #2518.

ORG Wealth Partners first reported a position in STEM in Q1 2025 and has held it in 7 quarters since. The position peaked at $122 in Q3 2025. 29 funds tracked by Wall St. Rank hold STEM as of Q3 2026.

  • ORG Wealth Partners held 7 shares of Stem worth $29 as of Q3 2026.
  • ORG Wealth Partners left its Stem share count unchanged in Q3 2026.
  • Stem made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2518 holding.
  • ORG Wealth Partners first reported a position in Stem in Q1 2025 and has held it in 7 quarters since.
  • ORG Wealth Partners's Stem position peaked at $122 in Q3 2025.
  • 29 funds tracked by Wall St. Rank held Stem as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.